Leonard Rickey Investment Advisors P.L.L.C. Dimensional ETF Tr Emerging Mk Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $494 Million
- Q2 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 492,894 shares of DFEM stock, worth $15 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
492,894
Previous 481,154
2.44%
Holding current value
$15 Million
Previous $12.8 Million
14.43%
% of portfolio
2.96%
Previous 2.71%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
458Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$509 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$197 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$182 Million2.54% of portfolio
-
Truepoint, Inc.4.91MShares$149 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio